How can I list stocks by chronological order of purchase?

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  • Hi Ted,

    It's not possible to do this on the performance reports which list holdings. One thing to keep in mind is that a holding can have several trades and therefore several purchase dates.

    You can however list trades in chronological order. To do this run the All Trades Report and set the grouping to 'do not group' under the advanced options link. Then you can click on 'date' in the table header to sort all trades by date
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